Reviews

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  • Lauren Powell
    Dec 2023

    Greg was incredibly helpful assisting me with my retirement accounts. He explained everything in very simple, easy to understand terms and I left feeling much more prepared, with a better grasp on my financials. Thank you for your help!

  • Dragan Ristic
    Dec 2023

    Going into the meeting with Greg I had little to no knowledge about what to do in order to build the financial future that I wanted, but he sat me down and discussed a multitude of options that best fit my situation and now I feel confident in the next steps I need to take in order to reach my financial goals. Thank you Greg and Paula!

  • Peter Blessing
    Oct 2023

    I have about zero financial knowledge but Greg did a great job of explaining things to me in terms and with examples that I easily understood. Thanks for helping me make sense and changes to my investments.

  • Jasmine Stanton
    Oct 2023

    Greg was incredibly honest, helpful, and through when providing advice. I can not thank him enough for his time and guidance.

  • Arlen Stauffer
    Sep 2023

    As I approach my retirement years, I wanted someone I could trust to advise me. Greg is that someone. He provided information and gave explanations in ways that were easy to understand, and there was never any pressure or hurried discussion. I’ve been able to make informed decisions, with an understanding of what is best for me. Thank you, Greg!

  • Joseph Kennedy
    Sep 2023

    I really enjoy working with Greg. He sat down with us and worked through the details of our investment policy and gave us some solid advise as to our options for financing a home improvement project. Ultimately we decided on a HELOC Loan and are on our way to kicking off the project.

  • Richard Ivey
    Jul 2023

    Greg was able to give me the best insight I have had on Social Security strategies for myself. He also discussed other financial issues with me that have helped me feel more secure throughout retirement. His patience and ability to answer every question at an understandable level was greatly appreciated.

  • Brad Burke
    Jun 2023

    I was really impressed with the services I received from Greg Anderson at Balanced Financial. I asked him to evaluate the current IRA contract I had which took him a lot of time to research. He then compared it with different Fixed Indexed Annuities (FIA) he had to offer. He did an excellent job of explaining FIAs and ones he recommends for my situation and desire to leave an inheritance for my kids. I didn't find FIAs easy to understand at first so I'm thankful he is a really good teacher! He was very patient since it took me a while to get it. He had some good power point type slides and illustrations that helped a lot. I ended up switching to one of the FIAs he recommended. I now have peace of mind since I have guaranteed income for retirement but still can share any growth with the stock market and be assured I can leave money for my kids!

  • Brad B.
    Jun 2023

    I was really impressed with the services I received from Greg at Balanced Financial. I asked him to evaluate the current IRA contract I had which took him a lot of time to research. He then compared it with different Fixed Indexed Annuities (FIA) he had to offer. He did an excellent job of explaining FIAs and ones he recommends for my situation and desire to leave an inheritance for my kids. I didn't find FIAs easy to understand at first so I'm thankful he is a really good teacher! He was very patient since it took me a while to get it. He had some good power point type slides and illustrations that helped a lot. I ended up switching to one of the FIAs he recommended. I now have peace of mind since I have guaranteed income for retirement but still can share any growth with the stock market and be assured I can leave money for my kids!

  • Emma E
    Jun 2023

    Professional, easy to work with, and got my IRA put together with just a few signatures! Always willing to answer questions, definitely look them up for your financial needs.

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Balanced Financial Inc

3711 John F Kennedy Pkwy #230, Fort Collins

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Hours

Monday: 9AM - 6PMTuesday: 9AM - 6PMWednesday: 9AM - 6PMThursday: 9AM - 6PMFriday: 9AM - 6PMSaturday: ClosedSunday: Closed